Evertec Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 9.30 M | $262.43 M | 0.19% | 14.75% |
| FMR LLC | 05/15/2026 | 9.26 M | $261.24 M | -3.55% | 14.68% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 5.05 M | $142.50 M | -3.39% | 8.01% |
| 05/08/2026 | 3.96 M | $111.63 M | 100.00% | 6.27% | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 05/14/2026 | 3.06 M | $86.37 M | 6.68% | 4.85% |
| 05/15/2026 | 2.86 M | $80.60 M | 100.00% | 4.53% | |
| STATE STREET CORP | 05/15/2026 | 2.50 M | $70.62 M | 2.90% | 3.97% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 05/14/2026 | 1.83 M | $51.78 M | 57.13% | 2.91% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.57 M | $44.19 M | -0.53% | 2.48% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.54 M | $43.43 M | -0.40% | 2.44% |
| LOOMIS SAYLES & CO L P | 05/14/2026 | 1.02 M | $28.90 M | -7.70% | 1.62% |
| NORTH STAR ASSET MANAGEMENT INC | 05/06/2026 | 805.79 K | $22.74 M | -0.39% | 1.28% |
| NORTHERN TRUST CORP | 05/14/2026 | 783.50 K | $22.11 M | 9.07% | 1.24% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 781.05 K | $22.04 M | 10.21% | 1.24% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 662.67 K | $18.70 M | 1.56% | 1.05% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 659.60 K | $18.61 M | -5.06% | 1.05% |
| MORGAN STANLEY | 05/15/2026 | 644.98 K | $18.20 M | 19.50% | 1.02% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 603.96 K | $17.04 M | -28.83% | 0.96% |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 05/15/2026 | 596.35 K | $16.83 M | 13.54% | 0.95% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 578.98 K | $16.34 M | -3.72% | 0.92% |
| CLIFFORD CAPITAL PARTNERS LLC | 05/15/2026 | 551.92 K | $15.58 M | 27.05% | 0.88% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 548.91 K | $15.49 M | 348.03% | 0.87% |
| BOSTON PARTNERS | 05/11/2026 | 479.90 K | $13.53 M | -3.36% | 0.76% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 457.43 K | $12.91 M | -1.46% | 0.73% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 445.78 K | $12.58 M | 100.00% | 0.71% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 427.56 K | $12.07 M | 16.45% | 0.68% |
| NATIXIS ADVISORS, L.P. | 05/13/2026 | 403.21 K | $11.38 M | 14.03% | 0.64% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 384.03 K | $10.84 M | -14.66% | 0.61% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 352.70 K | $9.62 M | 296,284.87% | 0.56% |
| PANAGORA ASSET MANAGEMENT INC | 05/14/2026 | 348.02 K | $9.82 M | 47.01% | 0.55% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 336.29 K | $9.49 M | -15.21% | 0.53% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 332.39 K | $9.38 M | 53.45% | 0.53% |
| ALLIANZ ASSET MANAGEMENT GMBH | 05/11/2026 | 318.71 K | $8.99 M | 167.37% | 0.51% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 309.63 K | $8.74 M | 104.70% | 0.49% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 266.54 K | $7.52 M | 43.87% | 0.42% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 05/15/2026 | 260.46 K | $7.35 M | -8.83% | 0.41% |
| PALISADE CAPITAL MANAGEMENT, LP | 05/15/2026 | 250.94 K | $7.08 M | -5.32% | 0.40% |
| HEARTLAND ADVISORS INC | 05/06/2026 | 250.00 K | $7.06 M | 5.26% | 0.40% |
| UBS GROUP AG | 05/05/2026 | 239.02 K | $6.75 M | 124.41% | 0.38% |
| JPMORGAN CHASE & CO | 05/13/2026 | 234.91 K | $6.56 M | -28.15% | 0.37% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 228.90 K | $6.46 M | 3.38% | 0.36% |
| NUVEEN, LLC | 04/30/2026 | 219.50 K | $6.19 M | -16.96% | 0.35% |
| NICHOLAS COMPANY, INC. | 05/04/2026 | 215.09 K | $6.07 M | -0.49% | 0.34% |
| CX INSTITUTIONAL | 04/06/2026 | 209.86 K | $5.92 M | 100.00% | 0.33% |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 05/14/2026 | 194.73 K | $5.50 M | -10.49% | 0.31% |
| ALPINE PEAKS CAPITAL, LP | 05/15/2026 | 188.20 K | $5.31 M | 4.73% | 0.30% |
| ARISTIDES CAPITAL LLC | 05/14/2026 | 186.16 K | $5.25 M | 38.70% | 0.30% |
| INVESCO LTD. | 05/12/2026 | 178.37 K | $5.03 M | 10.94% | 0.28% |
| RHUMBLINE ADVISERS | 05/12/2026 | 166.62 K | $4.70 M | 2.00% | 0.26% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 161.59 K | $4.56 M | 373.09% | 0.26% |
Evertec Inc institutional Ownership - FAQ's
During the previous two years, 378 institutional investors and hedge funds held shares of Evertec Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 9.3 M
FMR LLC: 9.26 M
AMERICAN CENTURY COMPANIES INC: 5.05 M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 3.06 M
STATE STREET CORP: 2.5 M
FULLER & THALER ASSET MANAGEMENT, INC.: 1.83 M
98.42% of Evertec Inc stock is owned by institutional investors.
Institutional investors have bought a total of 81.24 M shares in the last 24 months. This purchase volume represents approximately $2.31 B in transactions.